Renewal
OVERVIEW WORKFLOW
![](https://www.google.com/images/icons/product/drive-32.png)
This chart is color coded and designed to link workflows together. Colored circles at the edges of this chart are meant to be matched with the corresponding circle colors and circle numbers on the edges of other charts. Blue underscored text hyperlinks to Ex Libris documentation. (Workflow Poster View)
Pale orange - Renewals
Subscription renewals may be handled either manually or automatically. The Renewal section of the PO line allows you to specify your preferred handling, and record the necessary renewal information.
Essentially automatic renewals will update the PO lines then save them back in the repository for further processing. Electronic renewals may be combined with Evaluation functionality. After you have completed renewal processing, a renewal notification may be sent to the vendor.
LOCAL DOCUMENTATION
Renewals do not run in the test environment. A training guide will be developed sometime after go-live.
EXLIBRIS DOCUMENTATION
Renewals for beginners (includes diagram and steps for physical and electronic items, manual and automatic renewal)
Very general information. Includes a typical workflow diagram.
Basic how-to on retrieving and editing renewal POs. This is the single best Ex Libris document concerning Renewals.
No e-mail to vendor after renewing subscriptions
How to turn off a functionality which is not always desired.
SUPPLEMENTAL LINKS
Related Ex Libris Training
Fiscal Period Closure - ExL Video. How to roll over ledgers and PO's
Fiscal Period Closure - ExL Documentation.